Impinj Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Impinj Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform, which comprises multiple product families, wirelessly connects individual items and delivers data about the connected items to business and consumer applications. The company's platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that comprise reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enables its partners to deliver use cases, such as retail self-checkout and loss prevention, and warehouse pallet and carton tracking to end-users. The company primarily serves retail, supply chain and logistics, aviation, automotive, healthcare, industrial and manufacturing, sports, food, datacenter, travel, banking, and linen and uniform tracking sectors through distributors, system integrators, value-added resellers, and software solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.
Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform, which comprises multiple product families, wirelessly connects individual items and delivers data about the connected items to business and consumer applications. The company's platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that comprise reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enables its partners to deliver use cases, such as retail self-checkout and loss prevention, and warehouse pallet and carton tracking to end-users. The company primarily serves retail, supply chain and logistics, aviation, automotive, healthcare, industrial and manufacturing, sports, food, datacenter, travel, banking, and linen and uniform tracking sectors through distributors, system integrators, value-added resellers, and software solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.
No other changes.
No other changes.
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Largest filed tie
14.00%
of PI revenue · a large North American SC&L provider
No thesis.
Annual filing, covered
10-K parsed · Feb 9 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 9 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
+3.44%
vs ±17.6% implied · ×0.20
shaded = implied · ▲▼ = realized
Same SIC code · 6
Same SEC industry code: Vertiv Holdings Co, Advanced Energy Industries Inc, Vicor Corp and 3 more; of Impinj Inc's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Vertiv Holdings Co, Advanced Energy Industries Inc, Vicor Corp and 3 more; of Impinj Inc's 6 closest co-movers, none share that code.
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Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| FMR | $653.5M | 13.73% | +6.59% |
| BlackRockindex-like | $637.3M | 13.39% | +3.15% |
| Vanguard Portfolioindex-like | $314.3M | 6.60% | +2.53% |
| State Streetindex-like | $243.6M | 5.12% | +14.53% |
| Capital International Investors | $206.7M | 4.34% | +6.73% |
| Manager | Value | % base | |
|---|---|---|---|
| FMR | $653.5M | 13.73% | +6.59% |
| BlackRockindex-like | $637.3M | 13.39% | +3.15% |
| Vanguard Portfolioindex-like | $314.3M | 6.60% | +2.53% |
| State Streetindex-like | $243.6M | 5.12% | +14.53% |
| Capital International Investors | $206.7M | 4.34% | +6.73% |
Bull2
Bear1
Expected move
No implied move.
Impinj Inc
183.69
−0.77 · −0.42%